Mah Sing the Latest to Jump on Data Centre Bandwagon.

https://klse.i3investor.com/web/blog/detail/ceomorningbrief/2024-05-31-story-h-160600083-Mah_Sing_the_Latest_to_Jump_on_Data_Centre_Bandwagon
This one sell on news. First day, it went up 19 sen. Then after market closed, the news was out. On the next trading day, it was down by 21 sen.

Kuala Lumpur (May 23, 2024)
Sime Darby Property Bhd (KL:SIMEPROP) said on Thursday it will build and lease out a hyperscale data center at its ELmina Business Park in a deal worth RM2 billion "marking the group's entry into the "data center segment ". This news helps SimeProp to jump from RM1.00 to RM1.24.

The Data Centre is for GOOGLE as it is confirmed by the EDGE.
https://theedgemalaysia.com/node/713588
But, for the second news, SimeProp got stuck at RM1.24.

Jakel invests in data centre project worth RM1.2 bil.
https://theedgemalaysia.com/node/713916

UEM Sunrise and Logos sign MOU to develop data centre campus in Johor.
https://theedgemalaysia.com/node/713819

Now venturing into Data Centres is just like "Little children playing sand". Even non-listed company like Jakel also wants to build a data centre.
For late comers, I think it is too late already.

Although I do not own any Ranhill share, I find that YTLPOWER is very unfair. The price of Ranhill now (Friday 31.05.2024) is RM1.34 but it force retailers to sell at RM0.995 via Mandatory General Offer. Last time Lembaga Tabung Angkatan Tentera offered to take BPLANT private at the price of RM1.55 when the share price was only around RM1.40 via Mandatory General Offer.

Now UEMS and LOGO signed an MOU to build a data centre campus in Southen Johor. The more the data centres they come, the smaller the data centres become. How to compete against NVIDIA, Microsoft and Google data centres.

Closing 1.49. No pump up today in the last 5 minutes. Consider OK loh. Go and take a look.at MAH SING data centre. Yesterday, it went up 19 sen; today drops 21 sen.

This rr88 is a bad person. Always talk bad about YTLPOWER. Now YTLPOWER dropped, he is so happy.

rr88 here already. Not a good sign.

https://klse.i3investor.com/web/cube/blog/blposts/Chloe_Tai_Blog/ChloeTai
What is inside a data centre: HDD (Hard Disck Drive) and SSD (Solid State Drive). JCY, Notion and Dufu are HDD & SSD producers.

https://klse.i3investor.com/web/cube/blog/blposts/Chloe_Tai_Blog/ChloeTai
What is inside a data centre: HDD (Hard Disk Drive) and SSD (Solid State Drive). JCY, Notion and Dufu are HDD & SSD producers.

https://klse.i3investor.com/web/cube/blog/blposts/Chloe_Tai_Blog/ChloeTai
What is inside a data centre: HDD (Hard Disk Drive) and SSD (Solid State Drive). JCY, Notion and Dufu are HDD & SSD producers.

The all time high is RM2.50 in August 2020. Still has legs to climb higher.

DUFU turns from red to white already but NOTION still in red.

Today JCY in green but Notion in red. Opposite of yesterday.

kkwong13 has published a blog explaining clearly on why Notion deserved a RM3 and above share price, due to the rising demand and higher ASP (Average Selling Price) for HDD (Hard Disk Drive) and SSD (Solid State Drive) for the coming AI Data Centres.

Hope tomorrow morning (30 May 2024) will not be like today morning (29 May 2024) where it gaps down sharply instead of gaps up.

Dufu also turn white. JCY still.red. Jia yu JCY please.

Is it that JCY target price is RM0.50. So, it could not go up higher.

Notion is recovering. Buy JCY still in deep red.

Synergy House 1st quarter results for FY2024 was below expectation where there is a 12.2% drop QoQ. Analysts are expecting at least a 10% rise QoQ.

I have gone through JCY home page. It seems that the company has the technology to produce both the usual version of HDD (Hard Disk Drive) and the high tech new version SSD (Solid State Drive). 👍

pang72: I like your positive comments which bring good luck to all of us. Cheers.

The whale did not appear today. Danny123 so happy. Anyway, it may appear in the coming days.

Notion and Notion-D turn back green alteady but don't know can last or not.

I sapu the NOTION-WD. Premium 16.27% is OK because it is just 10 days old (expiring on 7 May 2029).

Dear Calvin Tan, why NOTION-WD goes up 12 sen but the mother share only goes up 4 sen?

Initially, I thought the rise of Notion is by 'goreng' until they came out with their 2nd consecutive profit quarters, then I believe the HDD and SSD increase demands have facts. JCY did not react for the first three days after its profit making quaterly results (turn from loss to profit). It is only on the fourth day it started to react positively. Dufu is not doing very well. Just hope for the best and luck is with us and Calvin Tan (the promoter).

https://theedgemalaysia.com/node/705528
SunCon secures RM748 mil job to build data centre in Selangor. Data centres keep on booming. How many HDD and SSD do they need?

https://gamuda.com.my/2024/05/gamuda-bags-rm928-6mil-data-centre-co
Data centres keep on booming. How many HDD and SSD do they need?

https://www.youtube.com/watch?v=n2b0ljMXyEg

Sedenak Tech Park Johor

Still under construction and will be completed in 3 years time under the care of YTL and YTLPOWER. How many HDD and SSD do they need?

The SEDENAK TECHPARK is in Kulai, Johore.

I try searching for data centres in Malaysia. I could only found one, which is STT in Cyberjaya. The SEDENAK TECHPARK is still under construction, but is is going to be the biggest one in Malaysia. Malaysia is still quite far behind.

https://www.youtube.com/watch?v=kd33UVZhnAA

In terms of Solid State Drive (SSD) and Hard Disk Drive (HDD) producers, Notion and Dufu are much better than JCY. But I cannot afford to buy them. So, I have no choice but to buy JCY. Calvin Tan has stated that the immediate target price of JCY, which I bought at RM0.445 is RM0.50. Calvin Tan stated that JCY should be 73 sen after the August and November 2024 results. JCY has stated in their quarterly report that the 2nd half will be better than the first half for FY2024.

Dear Calvin Tan, In terms of Solid Disk Drive (SSD) and Hard Disk Drive (HDD) producers, Notion and Dufu are much better than JCY. But I cannot afford to buy them. So, I have no choice but to buy JCY. May I know what is target price of JVY, which I.bought at RM0.445.

Got to close at only RM1.47. Tomorrow reload bullets and try again. Kenanga's target price is RM1.60. Break major road blocks at RM1.48, RM1.49 and very very big at RM1.50.

https://klse.i3investor.com/web/blog/detail/Chloe_Tai_Blog/2024-05-22-story-h-161486185-MahSing_Property_Group_Also_Producing_Plastic_Ballets#google_vignette

If got problem, send an email to is.enquiry@my.tricorglobal.com

Register first at https://tiih.online
The online AGM will be handled by TRICOR REGISTRAR. Register yourself when the registration of MAHSING AGM is open. One day before the AGM, they will send you an email. Just click and you can join the online AGM.

@11wenhau11: it is an online AGM.

MAHSING 1st quater FY2024 results on 31 May 2024. MAHSING AGM is on 27 June 2024.

Why today 21 May 2024 all the buy/sell Q in small volume. Mahsing taking a rest today? Tomorrow Wesak day holiday.

@EngineeringProfit: KSL 1.96. If can reach that price, how nice.

Can see the next massive road block at RM1.50 (17,725).

Added more at RM1.53. Next Tuesday morning, I believe it will perform well.

@Goldberg, after looking at how MI performed, I changed to a portfolio of all semiconductors. And it was purely luck (not fundamental) that US Joe Biden added tariffs to China, the semiconductor shares all went up. But it was only a one day show. So I sold all the semiconductor shares and shifted back to Synergy House.

Bought back SYNERGY HOUSE BHD. I believe its 1st quarter FY24 will be very good.

MAHSING has broken the huge resistance of RM1.40 with high volume.

Still got 26,916 road block at RM1.40. Kenanga Research's target price is RM1.60. MSCI small cap fund managers will start buying on 31 May 2024 and at the same time, we will have the 1st quarter results.

Massive road blocks at 1.37 ahead. Fundamental wise, MAHSING is better than OSK.